Preparing for a strong close to 2019

• Mark your calendars with year-end processing dates
• Get a head start on 2020 by familiarizing yourself with the transition rules and the new Canada Life^TM product shelf

Servicing of policies and series protection

• Agent of Record (AOR)
• Term conversion and guaranteed issue
• Exchange programs

Equitable Bank releases new CSV MAX line of credit

• Offers a higher loan to cash surrender value (CSV) ratio than previous version
• Removes age restriction making it available to clients who are over age of majority
• Previous version of CSV was launched in December 2018; it's been renamed CSV Flex and is for clients over 50
• Check out the new CSV client brochure for more information
• Questions? Please contact Mike Pilz, Senior BDM, CSV Line of Credit

National Bank banking products

• No changes are being made to National Bank banking products
• The materials will be updated to reflect the new Canada Life branding over the coming months
• In order to better answer your clients' questions, please see the Q&A

Insurance Operations Update

• Saskatchewan Insurance Act

Wealth Operations Update

• RRIF/LIF/LRIF Illustration Tool v8.2 release
• Delay for January income payments
• Maturity instructions are due in December for registered savings policies

Learn to address responsible investing with your clients

• Earn 2 CE credits with new module from GLC: Addressing responsible investing: Know your professional responsibilities
• Gain a clear understanding of the different responsible investing (RI) approaches taken by asset managers